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Disclosery

Michels Family Financial, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Michels Family Financial, LLC on SCHD, newest first. How the timeline and the estimate are built.

Michels Family Financial, LLC held 265,345 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,345 shares
    Change vs previous 13F +6,419 shares

    5.39% of the 13F portfolio, value $8,414,087.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 258,926 shares
    Change vs previous 13F +8,234 shares

    5.73% of the 13F portfolio, value $7,943,851.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 250,692 shares
    Change vs previous 13F +15,539 shares

    5.05% of the 13F portfolio, value $6,876,478.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 235,153 shares
    Change vs previous 13F +6,652 shares

    5% of the 13F portfolio, value $6,419,684.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 228,501 shares
    Change vs previous 13F +1,677 shares

    5.16% of the 13F portfolio, value $6,055,276.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 226,824 shares
    Change vs previous 13F +5,850 shares

    5.73% of the 13F portfolio, value $6,341,996.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 220,974 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $6,036,997.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).